Marshall Wace’s KKR Real Estate Finance Trust KREF Stock Holding History

Marshall Wace’s Portfolio KREF Stock Details KREF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-170,695	Closed	-$1.04M	–	3468
2026 Q1	$1.04M	Buy	+170,695	New	+$1.25M	﹤0.01%	2116
2025 Q2	–	Sell	-293,757	Closed	-$3.17M	–	2940
2025 Q1	$3.17M	Buy	293,757 +256,061	+679%	+$2.76M	﹤0.01%	1260
2024 Q4	$381K	Buy	+37,696	New	+$432K	﹤0.01%	2150
2019 Q3	–	Sell	-71,904	Closed	-$1.43M	–	1803
2019 Q2	$1.43M	Buy	71,904 +43,152	+150%	+$872K	0.01%	857
2019 Q1	$576K	Buy	+28,752	New	+$581K	0.01%	1095

Other funds holding KREF

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

DCM

Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Marshall Wace's KREF Position: Q2 2026 in Review

Marshall Wace sold out of KKR Real Estate Finance Trust (KREF) in Q2 2026, closing a stake of 170,695 shares — an estimated $1.04M sold.

Marshall Wace first reported a position in KREF in Q1 2019 and held it in 5 quarters. The position peaked at $3.17M in Q1 2025. 154 funds tracked by Wall St. Rank hold KREF as of Q2 2026.

Marshall Wace reported no remaining KKR Real Estate Finance Trust position as of Q2 2026 after selling out during the quarter.
Marshall Wace sold 170,695 KKR Real Estate Finance Trust shares in Q2 2026, an estimated $1.04M.
Marshall Wace first reported a position in KKR Real Estate Finance Trust in Q1 2019 and held it in 5 quarters.
Marshall Wace's KKR Real Estate Finance Trust position peaked at $3.17M in Q1 2025.
154 funds tracked by Wall St. Rank held KKR Real Estate Finance Trust as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.